
I have over 35 years experience in financial services and live in Dorset, with my husband and Tom our lurcher. I have previously worked in Cyprus for several years helping expats with their finances, but came back to the UK and was invited to join St. James's Place in 2014, to give financial advice to clients here.
I have created my own successful business as part of St. James's Place, my main aim is to help clients achieve their goals and aspirations by enhancing their wealth, to make their dreams become reality. Everyone’s plans are individual and that is why I treat all my clients as such.
My aim is to focus on my client’s objectives and priorities and putting you firmly at the centre of everything I do to ensure that I strive to meet your goals. I do not provide off the shelf solutions but rather tailor make my service to provide a holistic approach to all your financial requirements both now and in the future. I offer regular face-to-face reviews to help your plans stay on track. I am committed to building and sustaining a long-term relationships.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 06/03/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.